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About SCOPE CRM

SCOPE CRM is a customer relationship management software from Scope FinTech Solutions designed for managing customer interactions and data throughout the customer lifecycle. It combines contact management, sales tracking, and reporting tools so businesses can effectively manage customer relationships. SCOPE CRM helps organizations understand customer behavior, simplify sales processes, and increase customer retention. It also includes features for task management and automated follow-ups to ensure timely communication. Key capabilities: contact management sales pipeline tracking reporting and analytics task automation integration with third-party applications Best for: small to medium-sized businesses that need effective customer management solutions.

SCOPE CRM Details

Vendor
Scope FinTech Solutions
Year Launched
1987
Location
SCOPE FinTech Solutions Spicalaan 1, 2132 JG S.E., The Netherlands
Deployment
cloud
Training Options
documentation
Countries Served
All Countries
Languages
English, Dutch
Users
Accountants, Tax Advisors, Compliance Officers, Risk Managers, Legal Advisors, Real Estate Agents (Makelaars), Financial Advisors, Auditors, AML Analysts, IT Integration Specialists
Industries Served
Financial Services, Accounting and Audit, Tax Consultancy, Real Estate, Legal Services, FinTech, Investment Management, Insurance, Corporate Services, Regulatory and Compliance Consulting
Tags
CRM, Scope FinTech Solutions

SCOPE CRM's In-App Market Place

Does SCOPE CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (Fr), CNY (¥), SEK (kr), NZD (NZ$)

Pros & Cons

  • Comprehensive compliance tools: Offers AML-compliant solutions for businesses.
  • Multiple integration options: Works via a compliance portal, API, or web browser.
  • Efficient customer due diligence (CDD) management: Helps automate risk assessment.
  • Secure cloud environment: Hosted on Microsoft Azure for reliability.
  • User-friendly experience: CDD On Demand allows instant compliance checks without setup.
  • Recognized quality: Award-winning RegTech solution.
  • Strong client feedback: Positive testimonials on ease of use and reliability.
  • Risk management enhancements: Improves assessments through configurable criteria.
  • Industry-specific focus: Primarily tailored for businesses requiring AML compliance.
  • Integration complexity: API-based solutions may require technical implementation.
  • Learning curve: Businesses unfamiliar with digital compliance may need onboarding.

SCOPE CRM's Support Options

Email Address

Info@scope.nl

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